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Forza Wealth Management, LLC: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forza Wealth Management, LLC on DFAS, newest first. How the timeline and the estimate are built.

Forza Wealth Management, LLC held 106,322 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,322 shares
    Change vs previous 13F +3,622 shares

    2.69% of the 13F portfolio, value $8,754,553.

    13F-HR 0001963030-26-000003 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,700 shares
    Change vs previous 13F +6,980 shares

    2.54% of the 13F portfolio, value $7,305,051.

    13F-HR 0001963030-26-000002 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,720 shares
    Change vs previous 13F +20,245 shares

    2.41% of the 13F portfolio, value $6,668,812.

    13F-HR 0001963030-26-000001 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,475 shares
    Change vs previous 13F +8,175 shares

    1.98% of the 13F portfolio, value $5,167,019.

    13F-HR 0001963030-25-000012 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,300 shares
    Change vs previous 13F +5,743 shares

    1.76% of the 13F portfolio, value $4,287,683.

    13F-HR 0001963030-25-000005 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,557 shares
    Change vs previous 13F +809 shares

    1.65% of the 13F portfolio, value $3,678,031.

    13F-HR 0001963030-25-000003 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 60,748 shares
    Change vs previous 13F +12,103 shares

    1.8% of the 13F portfolio, value $3,953,480.

    13F-HR 0001963030-25-000001 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,645 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,155,115.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).